- Sequoia Financial Advisors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 23, 2025 | |
| Total Stocks | 1352 | |
| Portfolio Value | $12.93B |
Sequoia Financial Advisors Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | IBB iShares Biotechnology ETF | Sell - Position Exit | -3,684-100.0% |
Q2 2025Jun 30, 2025 | ABCB Ameris Bancorp | Sell - Position Exit | -3,686-100.0% |
Q2 2025Jun 30, 2025 | TAP Molson Coors Beverage Company | Sell - Position Exit | -3,706-100.0% |
Q2 2025Jun 30, 2025 | HDV iShares Core High Dividend ETF | Sell - Position Exit | -3,707-100.0% |
Q2 2025Jun 30, 2025 | ILCG iShares Morningstar Large-Cap G | Sell - Position Exit | -3,740-100.0% |
Q2 2025Jun 30, 2025 | VONE Vanguard Russell 1000 ETF | Sell - Position Exit | -3,747-100.0% |
Q2 2025Jun 30, 2025 | ONEQ Fidelity Nasdaq Composite Index | Sell - Position Exit | -3,755-100.0% |
Q2 2025Jun 30, 2025 | ROG Rogers Corporation | Sell - Position Exit | -3,777-100.0% |
Q2 2025Jun 30, 2025 | PFBC Preferred Bank | Sell - Position Exit | -3,779-100.0% |
Q2 2025Jun 30, 2025 | MCO Moody's Corporation | Sell - Position Exit | -3,784-100.0% |
Q2 2025Jun 30, 2025 | BMO Bank Of Montreal | Sell - Position Exit | -3,797-100.0% |
Q2 2025Jun 30, 2025 | AEM Agnico Eagle Mines Limited | Sell - Position Exit | -3,807-100.0% |
Q2 2025Jun 30, 2025 | COO The Cooper Companies, Inc. | Sell - Position Exit | -3,814-100.0% |
Q2 2025Jun 30, 2025 | COIN Coinbase Global, Inc. | Sell - Position Exit | -3,817-100.0% |
Q2 2025Jun 30, 2025 | IMO Imperial Oil Limited | Sell - Position Exit | -3,823-100.0% |
Q2 2025Jun 30, 2025 | CWB SPDR Bloomberg Convertible Secu | Sell - Position Exit | -3,825-100.0% |
Q2 2025Jun 30, 2025 | TRMB Trimble Inc. | Sell - Position Exit | -3,851-100.0% |
Q2 2025Jun 30, 2025 | SFM Sprouts Farmers Market, Inc. | Sell - Position Exit | -3,851-100.0% |
Q2 2025Jun 30, 2025 | NTES NetEase, Inc. | Sell - Position Exit | -3,870-100.0% |
Q2 2025Jun 30, 2025 | MTH Meritage Homes Corporation | Sell - Position Exit | -3,901-100.0% |
Q2 2025Jun 30, 2025 | L Loews Corporation | Sell - Position Exit | -3,931-100.0% |
Q2 2025Jun 30, 2025 | JAAA Janus Henderson AAA CLO ETF | Sell - Position Exit | -3,947-100.0% |
Q2 2025Jun 30, 2025 | CMI Cummins Inc. | Sell - Position Exit | -3,979-100.0% |
Q2 2025Jun 30, 2025 | VPL Vanguard FTSE Pacific ETF | Sell - Position Exit | -3,998-100.0% |
Q2 2025Jun 30, 2025 | IDEV iShares Core MSCI International | Sell - Position Exit | -4,033-100.0% |
Q2 2025Jun 30, 2025 | AGCO AGCO Corporation | Sell - Position Exit | -4,038-100.0% |
Q2 2025Jun 30, 2025 | NFG National Fuel Gas Company | Sell - Position Exit | -4,043-100.0% |
Q2 2025Jun 30, 2025 | FWONA Liberty Media Corporation - Ser | Sell - Position Exit | -4,048-100.0% |
Q2 2025Jun 30, 2025 | VOOG Vanguard S&P 500 Growth ETF | Sell - Position Exit | -4,056-100.0% |
Q2 2025Jun 30, 2025 | TECH Bio-Techne Corp | Sell - Position Exit | -4,076-100.0% |